Closing is the final stage move for any deal. Whether it’s won or lost, the record stays. What moves on are the figures and statuses that depend on it.
Walkthrough video to followJust under a minute on screen, closing one deal as won and another as lost, then checking the dashboard and the listing afterwards.
How to close
- Close Won: open the deal and choose Update Stage → Close Won, or drag its card into the closed column at the end of the kanban board.
- Close Lost: choose Update Stage → Close Lost, or use Close Lost on an offer. Give the reason the deal was lost, then confirm.
Screenshot to followA deal being closed as won, with the Update Stage menu open and Close Won selected.
If the deal is won
- The badge changes to Close Won, the last step of the stage bar takes today’s date, and Days in Stage resets.
- Commission is locked in: the listing’s commission split multiplied by the offer amount. See understanding the commission estimate.
- The deal now counts towards the Commission tile on your dashboard.
- On the kanban board, the card drops into the collapsed column of closed deals. In the table, filter by Stage to find it.
- Any other deal for the same contact shows this one under Linked Deals.
If the deal is lost
- No commission is booked, so nothing is added to the Commission tile.
- On the kanban board, the card joins the closed column, just as a won deal does.
The listing
The listing’s status follows the deal’s stage on its own. Only a Super Admin, a Team Lead or the listing’s Primary Agent can change it by hand, and Raptor Neo shows them a warning first.
